2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
- With CAPTRUST Since 2014
- 919.870.6822
-
4208 Six Forks Rd #1700
Raleigh, NC 27609
Kathleen Whitmore
Financial Advisor,
Advice & Wellness
- Port Washington, NY
- A World Only Lit by Fire | Citizen Kane
- My maternal grandmother, Thomas Wolfe, and Eleanor Roosevelt
- Treat people as you would be treated.
- Loyalty, sense of humor, and integrity
Financial Advisors
Kathleen Whitmore is a wealth management financial advisor based in Raleigh, NC.
As an advice and wellness wealth advisor within the firms Institutional Services Group, Kathleen works with retirement plan participants to provide wealth management advice for plan sponsors.
News & Resources
Wealth Management
Retirement Plans
2 months ago
Fiduciary Update | August 2023
In this second-quarter 2023 edition of our quarterly Fiduciary Update,...
Resources
2 months ago
Never Say Never
The classic 1982 film Never Say Never Again marked Sean...
Resources
2 months ago
Market Update | July 2023
As we pass the midpoint of 2023, the market...
